Strategic Financial Advisor - Investments & Planning

A leading financial institution is seeking a dedicated professional to provide financial advice and solutions to clients. This role involves building comprehensive financial plans and recommending various brokerage products. Ideal candidates will have at least one year in the financial services sector and hold relevant licenses, such as Series 7 and 66. Strong communication and relationship-building skills are essential, along with the ability to navigate a fast-paced environment.

Join us in making financial lives better!
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